Phillip Hopewell is a financial advisor at Merrill with Series 66 credentials and less than one year of industry experience. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as service in the U.S. Navy from 2017 to 2023. He also has academic experience from Baruch College and brief positions in the hospitality sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Colin Douglas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, he was involved with Sidekicks Respite Services and operated Cafe Antonios, alongside roles in education and entrepreneurship. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Sean O'Rourke is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 66 credentials and having 19 years of industry experience. His prior roles include positions at Citizens Bank from 2015 to 2019. In addition to his advisory work, he is licensed as an insurance agent and offers life, health, disability, long-term care, property and casualty insurance, as well as fixed annuities. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, ongoing client relationships using firm-approved analytical tools.

Daniel Cooney Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent 17 years at Jakks Pacific Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Arthur Vincent is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Mckeon is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a broader range of investment products than typical institutional advisers.

Jonathan Basta is a financial advisor at Edward Jones in Philadelphia, PA, with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Outside of his advisory role, he is a partner at BASTA5 LLC, a travel tour operator supporting tours in Italy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jenna Ball is a financial advisor at Morgan Stanley with 18 years of experience at the firm. She holds a Series 66 designation and is based in Lawrenceville, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis models as part of its financial planning process.

Jeffrey Ferris is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch Pierce Fenner & Smith Incorporated since 2014. In addition to his advisory role, he coordinates special order services and credit at Lowe's Companies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Stephanie Wright is a financial advisor at Primerica Advisors in Jenkintown, PA, holding Series 65 and Series 63 licenses with one year of industry experience. Her previous work includes roles at Primerica Financial Services and Barbara Gisel Design, Ltd. She owns and operates SW Accounting Services, LLC, providing bookkeeping and accounting services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors who present model-based investment recommendations.

Matthew Denardo is a financial advisor with LPL Enterprise, holding Series 63 and 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he serves as a Little League baseball coach in Toms River, NJ. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a primarily model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Bindu Menon is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to that, she was employed at PNC Investments and PNC Bank between 2005 and 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Sayomi Uehara is a Series 66 licensed financial advisor with Merrill in Pennington, NJ. She has 13 years of industry experience and has been with Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

George Mccleary is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for FSC Securities Corporation for 25 years. He also operates a tax preparation business during tax season and sells insurance products when suitable for clients. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors. The firm provides integrated brokerage and investment advisory services with a range of portfolio management options and access to third-party managers.

Amy Hurler is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. She has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Martin Hirsch is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Merrill since 2007. Hirsch serves as an advisory board member for the National Association of Stock Plan Providers. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Rohini Nangpal is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. Prior to joining Merrill in 2018, she worked at Swarovski Retail Ventures for four years. Outside of her advisory role, she is a co-owner of a family rental property investment. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Marc Wisotsky is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009, currently working at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial and estate planning, and manages approximately $2.74 trillion in client assets.

Abigail Stroka is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as an Investment Consultant and Investment Solutions Representative at Fidelity Investments, gaining experience in various facets of financial advising from 2023 to 2025. Her career began as a Financial Advisor at Equitable Advisors in 2021, followed by a role as a High Net Worth Service Associate at Fidelity Investments in 2022. In her approach to financial consulting, Abigail focuses on developing personalized plans tailored to each client's unique needs, risk tolerance, and financial goals. She emphasizes building lasting relationships founded on trust, respect, and honesty to support clients in achieving their financial objectives. Outside of her professional work, Abigail enjoys cooking and baking, fitness activities including running, hiking, and yoga, and spending time with her pets.

Dylan Burnheter is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America and several other companies across different sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.